Job title: Senior Wealth Management Associate
Salary: $80k - $85k with uncapped sales commission
Summary: My client is a leading global investment manager with over $80 billion in AUM. They are looking to hire a Senior Wealth Management Associate, who will be an internal wholesaler and will work with the firm's external wholesalers. This position is based in their NYC office.
Key Responsibilities:
- Grow sales within assigned territory by working with Financial Advisors
- Support development of new business and maintain existing relationships
- Responsible for activities in the CRM database and Salesforce
- Constant high level communication with Financial Advisors
- Responsible for telephone requests regarding performance of accounts
Key Qualifications:
- Series 7 license
- Track record of exceeding sales goals
- Experience with relationship building with clients and Emerging Managers
- Experience selling investment products
- Strong verbal and written communication skills, problem solver
- Detail oriented, proficient in Microsoft Office
